Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
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Military families face unique challenges, making personal finance even more critical.
A four-step framework for building a personal legacy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Being healthy not only makes you feel good, it may also help you financially.
Healthy habits are one of the greatest gifts to give your child.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial professional about changes in your situation.
The market is as unpredictable as the weather. We'd love to help you prepare.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.